Stock adjustment summary
Open Stock adjustment summary. It lists the adjustments of the period with the Date, Voucher no, Warehouse, Adjustment type, Adjustment reason, QTY, Unit, Rate, Amount and Net amount. Filter by Voucher no, From date, Project/Business Unit, Product/Service name and Adjustment reason; Report group by adds up by product, reason and more.
Use it to see how much was lost to each reason, and to review a count (Count the stock and correct the differences).
Stock transfer summary
Open Stock transfer summary. It lists the transfers with Voucher no, Date, From warehouse, To warehouse, Product/Service name, QTY, Unit, Rate, Amount and Net amount. Filter by Voucher no, From date, the From project/business unit and To project/business unit, and the product; Report group by groups the lines.
Use it to check what moved between stores and at what rate (Move stock between warehouses with a stock transfer). A branch stock out and its receipt are both listed (Send stock to another branch).
Stock expiry breakage summary
Open Stock expiry breakage summary: the goods written off through an Expiry/Breakage return, by period (From date, To date), Branch and Project/Business Unit, grouped by Report group by. It shows returns only: expiry or breakage entered as a Stock adjustment is on the adjustment summary.
Common questions
An adjustment is missing from the summary.
Check the dates and the branch. A deleted adjustment is gone from the report.
Why are the amounts different from the stock value?
The summaries show the rate typed on the document. The stock value of goods going out is their real cost, worked out first in, first out (How stock is valued and what a sale costs).